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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 sap crm institute comments


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

sap crm institute comments  CRM software solutions www.salesforce.com SAP Provider of on premise ERP systems and hosted CRM systems www.sap.com Yankee Group SaaS industry specialist and leading CRM analyst group www.yankeegroup.com Appendix III: RFP Outline 1. Introduction and Purpose RFP purpose Timeline Sequence of events 2. Company Background Vision and Mission Markets and Customers Sales, Marketing and Customer Support organization, objectives and processes 3. RFP Evaluation Go / No-Go Criteria (optional) Functionality

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Quote-to-order: One Big, Lean Machine Adds High Tech to Its Mix


BigMachines differentiates itself in the quote-to-order (Q2O) sphere due to its solutions’ lean end-to-end, inquiry-to-order focus. Although there are other vendors offering Q2O as a service, BigMachines product is arguably more flexible, as high tech manufacturers may be noting.

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New Product Development and Introduction (NPDI)


New product development and introduction (NPDI) is probably the most important process for many companies, but also one of the least understood. While NPDI is responsible for revenues, few companies assign an owner for the whole process. Instead, it is usually driven through a series of functional “silos,” causing delay—and the loss of the original market requirements.

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Developing a Universal Approach to Cleansing Customer and Product Data


Data quality has always been an important issue for companies, and today it’s even more so. But are you up-to-date on current industry problems concerning data quality? Do you know how to address quality problems with customer, product, and other types of corporate data? Discover how data cleansing tools help improve data constancy and accuracy, and find out why you need an enterprise-wide approach to data management.

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Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Will SAP HANA’s Big Data Usher SAP into the Intelligent BPM Elite?


SAP recently announced a new intelligent business operations bundle that aims to help organizations infuse big data insights in real time into their processes to work smarter and improve responsiveness to threats and opportunities.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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SAP Jam


SAP Jam brings together several types of social collaboration including social networking, collaboration with external participants (customers, recruits, partners, vendors, suppliers), structured collaboration for problem solving (business tools to strategize, rank items, enabling groups to weigh in on options, etc.), and business process integration. This combination of features enables businesses to seamlessly bring social into any process: social learning, social opportunity management, collaborative customer engagement, etc.

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